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Trusted wealth advisory for families and sophisticated clients.
Sheridan, United States
I was invested with a fairly outdated local broker. Since I am looking to move to the Netherlands soon I wouldn’t be able to do the paper bureaucracy required. MPO helped me set up an investment account with an international broker as well as recurring investments. Everything was done online within 2 hours. They also assisted me with the transfer of assets to my new account. Great experience overall.
I inherited a larger sum of money 2 years ago. Invested that with a banker, which resulted in some gains as well as a 12k capital gains tax bill... Had a consultation with Morena, where they showed me a way to reduce that taxation to 0. Am I pissed I had to pay 12k for nothing? Yes. Am I glad I found out how to cut that to 0 with Morena? Also yes.
I’ve been working with Michael Ferenčák at Morena Private Office since 2022.
Before that, I didn’t trust investment advisors because of some bad experiences.
Michael changed that. He took things step by step, explained everything clearly, and adjusted the risk based on what I was comfortable with. I never felt pressured.
My money has been growing steadily, and I feel like it’s in good hands.
I’m happy to recommend Michael to anyone who wants honest and thoughtful help with their investments.
Reply from Morena Private Office LLC
Thank you for your kind words Samuel, it has been a pleasure to have you as a client!
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